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Tax planning sales angles

Investing client’s money more tax efficiently can be a very difficult job. The objective of tax planning is to arrange your client’s financial affairs so to legally minimise taxes.

DGT Case Studies
One document with five case studies, each highlighting events in life where the RL360° Discounted Gift Trust can be used efficiently for tax planning


Gift Trust Case Study
A case study to illustrate the workings and possible tax planning benefits of the Gift Trust


Excluded Property Guide
A Q&A Guide which highlights the purposes of Excluded Property Trusts for non-UK domiciled clients


UK Taxation of Offshore Single Premium Bonds
Explains when taxation of offshore single premium bonds may occur (with example calculations)


UK Taxation of Offshore Regular Premium Bonds
Explains when taxation of offshore regular premium bonds may occur (with example calculations)